We guide great people to make smart decisions so they can enjoy an exceptional retirement.
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Wouldn’t It Be Great...
..to feel secure enough with the team you’re working with to help plan your financial future to be able to cut through the confusion and complexity and simply ask: “Now that you know me and my retirement planning desires so well, what would you do if you were me?”Our Process
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Stay in touch with us on social media, tune into our informational podcasts, or browse our online resources.Kansas City
Calendar of Events 2025
FEBRUARY
Annual Team Training - Office Closed
Thursday, February 6th - Tuesday, February 11th
State of the Markets
Information to be announced soon.
Harvesters
Friday, February 28th
10:30am - 12:30pm
3801 Topping Avenue
Kansas City, Missouri 64129
(Refreshments served)
OCTOBER
Fall Festival
Information to be announced soon.
We're Drowning In Information, But Starving For Wisdom.
There are 32,000 investing vehicles and hundreds of thousands of financial professionals. With such vast options and resources available to you, why don’t you feel more confident in your retirement plan?
Work Together Closely
We work closely with families just like yours to develop a path to a more clear and secure financial retirement.
Always In Your Camp
Capable, trustworthy and most importantly: competent people in your camp to advise you on what matters most.
Retirement Is Complex
There has never been a more critical time to find professional advice-givers that you can trust.
Featured articles published on Kiplinger
Browse all of Scott's articles on Kiplinger
Five Tax Strategies to Help Your Money Last in Retirement
The intricacies of tax planning are a critical component of your overall retirement strategy. Minimizing taxes in retirement isn’t just…
How to Plan for Retirement’s Go-Go, Slow-Go and No-Go Years
When retirement planning, it’s best to expect to do the big (and more expensive) stuff early on, when you’re healthier,…
Three Ways You Can Flip the Script on Your Taxes
Does it feel like the tax code is beating you up at times? Instead of accepting that feeling of getting…
Can You Build a Retirement Income Plan With Both Risk and Reliability?
Two strategies for making retirement savings last — probability-based income planning and guaranteed income planning — can help ensure you…
Our Latest Newsletter
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We’re Driven To Understand Your Why Before We Get To The How
After all, if your advisory team doesn’t understand your motivations, and how you’ve made financial decisions in the past, how on earth can they help you move forward confidently toward the retirement you’ve always dreamt about?Show Me How
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